Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

  • Peter,
    würde es nicht bestätigen. Gerade das gegenteil ist der Fall.
    Was glaubst du, wie die Chinesen da Gold kaufen, wenn es 20% billiger ist für sie. (die haben auch viele $)


    Ergibt steigende Nachfrage, ergo?


    Tschonko

    "Confusion is a word we have invented for an order which is not understood." Henry Miller

  • Genauso koennten sie jetzt schon ihre dollars in Euro CHF oder in ihre Waehrung tauschen, natuerlich vor der verlangten appreciation zum USD. :D :D


    But !!!!



    Will China allow its currency to appreciate?


    April 18, 2005


    Central to the thesis that the gold price will continue to rise on the back of a falling US dollar, is the premise that China will forego its policy of supporting the dollar in favor of letting its own currency, the renminbi, appreciate. Both China and Japan are accumulating massive amounts of dollars as a result of their trade surpluses with the United States. But instead of selling those trade dollars into the foreign exchange markets, they, and other countries, are hoarding the dollars and investing them in US Treasury securities. As a result the US dollar is currently trading at a much higher exchange rate than it should versus the renminbi, the yen, other Southeast Asian currencies and, in fact, most currencies.


    Many people have argued that China will not allow the renminbi to appreciate against the dollar because it needs US consumption to drive its fledgling economy. But pressure is mounting from Europe, the United States, the World Bank and the IMF for China to let its currency appreciate.


    The contention is that Chinese exports have an unfair advantage in the world because the renminbi is undervalued in foreign exchange markets. The undervaluation is a direct result of China’s dollar-hoarding policy, since it keeps the trade dollars that China receives every day off the market.


    Support is growing in the US Senate for taking tariff action against China. The US trade deficit with China totaled $29.12 billion for only January and February of this year. That is a fifty percent increase from last year. The US trade deficit with China is now the largest of any country and almost double the size of the trade deficit with Japan, which is second.


    The appointment of a new US trade representative is being blocked until Senate leaders vote on anti-subsidy laws against non-market economies such as China. In addition, a wide coalition of senators is backing legislation to impose a 27.5% tariff on all Chinese products entering the US if Beijing does not agree to raise the value of its currency.


    If China does not allow its currency to appreciate against the dollar, and if the US goes ahead and implements the tariffs, all Chinese goods will become 27.5% more expensive for US consumers. On the other hand, if China allows its currency to appreciate, let’s say by the same amount, 27.5%, then its goods would be no more expensive to US consumers than if tariffs were imposed. However, the cost of all China’s imports would fall by 21.6% if it allowed its currency to appreciate by 27.5%. So what do you think China is more likely to do? Give the US government a revenue stream equal to 27.5% of the value of all Chinese imports to the US, or reduce the cost of its own imports by 21.6%?


    The Chinese have always struck me as intelligent and practical.
    I suspect that China is going to let its currency appreciate. This not only means that the US dollar is going to fall, it also implies that US interest rates are going to rise because if the Chinese (and Japanese) no longer have to keep their trade dollars off the market to prevent the US dollar from falling they will also not need to buy as many US Treasuries as they have in the past.


    It’s all starting to come together. The next big upward move in the gold price will occur when China and Japan allow their currencies to appreciate and the dollar to fall. I have no idea ?( whether it will be this year, or next, but I do believe the current decline in gold and gold related equities represents an opportunity. ;)


    Paul van Eeden

    3 Mal editiert, zuletzt von Eldorado ()

  • Zitat

    Original von Eldorado
    Peter silly


    Get the fu...k out of here you clown !.
    Pest somebody else,better spam yourself ! :D


    XEX


    Ironie?
    Wir machen hier kein Ausdruckslimbo, dies gilt auch für dich Eldorado!


    Gruß



    HORSTWALTER

  • afm


    Zitat

    "Eine solche Aufwertung hätte grosse Auswirkungen auf den Goldpreis. Es würde bedeuten, dass alle in U.S. Dollar notierten Güter sofort um den Aufwertungssatz billiger werden. Dazu gehören auch Gold, Silber und Oel."


    Das wär ja doch mit das schönste Geschenk an Gold Bugs was man sich vorstellen kann.


    Die Chinesen können ab sofort Gold, und Silber um 10-15% billiger einkaufen. Die Benzinpreise würden durch eine solche Aufwertung ebenfalls 10-15% billiger. Da kommt gewaltige Kaufstimmung auf in China. Alle chinesischen Importe inkl. aller Rohstoffe werden über Nacht ebenfalls um diesen Prozentsatz der Aufwertung billiger. Das bedeutet Wirtschaftswachstum und zusätzliche Nachfrage in China. Es würde einen neuen Boom auslösen. Die Gewinne der chinesischen Firmen werden geradezu explodieren, und den dortigen Börsen zu neuen Höhenflügen (Bubble) verhelfen.


    Hingegen werden chinesische Güter so quasi über Nacht 10-15% teurer für die Amis. Das ergibt zusätzlichen Inflationsdruck, steigende Zinsen, und damit weiter steigende (real) negative Zinserträge für die Amis. Gut für Gold, und schlecht für den Dollar.


    Für uns Europäer, und den nicht asiatischen Raum würde sich daraus direkt überhaupt nichts ändern. Gold würde sich weder verbilligen noch verteuern, da ja nur die chinesische Währung aufgewertet würde.


    Ob die Chinesen danach vermehrt in den USA einkaufen, wie die Amis sich erhoffen, ist stark anzuzweifeln.


    Das die Amis die nun 10-15% teurer gewordenen China Produkte gegen amerikanische tauschen werden, dürfte Illusion bleiben, da amerikanische Produkte im Verhältnis zu chinesischen immer nocht viel zu teurer sind. Das Handelsbilanz defizit der USA wird sich durch einen solchen Aufwertungsschritt der Chinesen eher noch zusätzlich verschlechtern, weil die neue Nachfrage aus China die Rohstoffpreise noch zusätzlich verteuern, und das Angebot verknappen wird.


    Alles sehr positive Auswirkungen insgesammt für die Gold, und Silber Preise also!


    Susi

  • April 20 – Gold $434.60 up $2.40 – Silver $7.42 up 20 cents


    Planet GATA 1, Planet Wall Street 0


    The real man smiles in trouble, gathers strength from distress, and grows brave by reflection...Thomas Paine


    GO GATA!!!


    Real estate prices on Planet GATA are about to go through the roof as the compelling case to be long gold soars, while those still long the US stock market on Planet Wall Street are staring at many rough years ahead. First to recap recent MIDAS commentary:


    *The turnaround time of major price-capping at $429 to covering their shorts at the $422 level was the shortest on MIDAS record. It went from months to two days. This strongly suggested to me the correction was ending as The Gold Cartel did not want to be too short at those levels anymore, preferring to pull in shorts to lay them out at higher levels.


    What many market pundits may not appreciate is the cabal white collar Mafia crooks have made a fortune trading in concerted, un-American fashion for a decade even by being net short all the way up from the bottom at $252. The reason is they made a killing with their casino-like rigged trading by buying dips and selling rallies while gold went nowhere for years. Then, on the way up, they have picked the pockets of the long specs for $10 to $40 a pop trading from the short sides. So while gold has rallied $180 per ounce, they probably have booked trading profits of $300 per ounce for a net gain of $120 per ounce during the run higher by flushing out the specs over and over again. Meanwhile, they have done all they can to help the Orwellians in Washington keep their strong dollar policy in play as much as possible.


    It was a wild day and a nightmare one for those assigned to keep the derivatives neutron bomb from going off. It is important to keep in mind their worst nightmare is higher interest rates and volatility in the US financial markets as rates RISE.


    Gold was higher even though the dollar was on the firm side when the US CPI number was announced to audible gasps:


    08:29 March CPI reported 0.6% vs. consensus 0.5%; ex-Food & Energy 0.4% vs. consensus 0.2%
    Prior CPI report unrevised to 0.4%; ex-Food & Energy unrevised 0.3%.
    * * * * *


    Who knows what the real core CPI number really was? However, to announce one double the anticipated number was a real jolt to those silly pundits yesterday that said the 8.4% annualized PPI number was nothing to be concerned about; that inflation was a non-factor as far as the markets should be concerned. RIGHT!


    Incredibly, some, like Jim Glassman of JP Morgan Chase, were out there again today with the same pitiful spin, reaching for the goofiest of inflation rationalizations in this Dow Jones story:


    "I don't think this makes the case for accelerated Fed tightening, especially when there are concerns about the economy slowing," said James Glassman, an economist with J.P. Morgan in New York.….


    Glassman, the J.P. Morgan economist, said the early celebration of Easter this year - in the last week of March instead of early April - may have driven up prices in some categories and affected the overall index. "There's a possibility the early Easter is exaggerating gains in lodging away from home and apparel," he said…


    -END-



  • @Horstwalter


    Yes,yes I got it !!, strangely if I lose my temper only once,you play immediatly the policeman,otherwise you are sleeping if others go on and on with provoking irritating postings/spam which lead to reactions like that. Have you ever read the nonsense of him ? , I guess not !
    What is the minimum age to be a member here ?


    12 years ? :D


    Let them take over the forum and we all can read more kiddie gold news.
    In that case I'm out Horstwalter because I'm 48 years and have better things to do than answer to children on GS.


    Bye the way, he was asking for it, so lets be fair and give him also a warning, or are you his daddy ?? ?(


    Gruss


    Eldorado

    6 Mal editiert, zuletzt von Eldorado ()

  • Peter


    Ich bin noch nie irgenwo rausgschmissen worden im Leben, ich gehe vorher und verliere damit nicht mein gesicht.Ich bin nicht der einzige der sich ueber dich aufregt, aber die meisten sind zu complacent und sagen nichts dazu. Ich habe es gesagt und sagte es my way, die einzige sprache die clowns wie du verstehen.


    @all


    I hand over to Peter Silly, he will deliver all you need to know.
    Your new Mega Moderator and Analyst will add value to Goldseiten Forum as expert on all fronts. My job is done, you got the message.



    Gruss


    Eldorado

    2 Mal editiert, zuletzt von Eldorado ()

  • @Eldo,

    Peter ist der Vorgesetzte (Patron, Chef) von Horstwalter.


    (Der Oma von Peter gehören (ownership, belong to) die GOLDSEITEN.

    So sollte man es jedenfalls sehen.


    Gruss


    Gogh

  • gogh ;)


    Horstwalter soll mal weiter den Moralapostel spielen wenn er will und seinen betrieb weiter fuehren mit Peter als CEO.


    Dann kommt bestimmt Freude auf ! :D


    Ciao, thanks to everybody who has brains and made value postings.


    I better look at some comics books before I read more from Peter Silly and Horstwalter who appears to be on his side.


    Many complaint, he did nothing, what a policeman is he?.. I ask myself ?(


    Es ist schon komisch !........ wie beitraege eigentlich bewertet werden.


    Jetzt verstehe ich das viele nicht mehr schreiben wollen bei der Ueberwachung mancher Moderatoren.


    Na ja, und nun zurueck zu (oma/gold/peter) postings, die gefallen Horstwalter anscheinend am besten.


    Am besten unbenennen auf Omaseiten Forum ! :D


    XEX 8)

    8 Mal editiert, zuletzt von Eldorado ()

  • Hey Eldorado


    aber nicht daß Du Dich jetzt verkrümelst! :D
    Ich jedenfalls lese Deine Postings gerne.


    Übrigens ist morgen ein Triggertag für Silber.
    Formation, Preis und Zeit treffen sich und das bei DEM Umfeld!!!
    Ich würde das jetzt gerne belegen, aber keiner läßt sich gerne in die Karten gucken. Wer aber zwischen den Zeilen lesen kann weiß was ich meine(8,5)


    Ist aber meine Meinung.


    Gruß
    Silberwolke

  • Patience and er -- faith


    Richard Russell snippet


    Dow Theory Letters
    April 21, 2005


    Extracted from the April 20, 2005 edition of Richard's Remarks


    Gold -- It's not generally known or appreciated, but the 200-day moving average of gold turned up in December 2001 at a price of 304 -- and it has been climbing ever since. As of today the 200-day MA for (June) gold stands at a new post-2001 high of 427.


    Conclusion -- the bull trend of gold is very clearly still intact.


    Prediction -- The gold bull market will end up as ALL bull markets do -- in an upside explosion that you won't believe! 8o


    One more tidbit -- How much does the public love gold? Central Gold Trust of Canada is now selling at a 4.5% DISCOUNT from its actual gold holdings. That will change, count on it. But right now for those of us who are still buying gold (me), it's good!


    Gold looking good, but gold shares still being dragged down by a rotten stock market. That will change, and in due time the gold shares will go with gold.


    The current action makes the gold shares look like bargains. But I personally continue to buy the metal.


    But I still hold a load of the gold shares. :D

    3 Mal editiert, zuletzt von Eldorado ()

  • Bush sees signs of shift on yuan peg New Feature

    Reuters
    Thursday, April 21, 2005


    WASHINGTON


    President George W. Bush has said that China is considering taking an interim step toward easing its currency system and that Washington wants action as soon as possible.
    .
    An interim move could help ease rising Chinese-U.S. tensions, but Bush said the United States would still keep pressure on Beijing to "eventually" let markets set the value of the yuan.
    .
    Some U.S. lawmakers are threatening to penalize Beijing with tariffs, but administration officials say they cannot support such legislation at this point.
    .
    "There have been some indications that they're thinking about" an "interim step toward floating the currency," Bush said in an interview with CNBC shown on Tuesday. "We're constantly urging them, if they're going to take that step, to take it as soon as possible," Bush said.
    .
    The U.S. administration has been offering an increasingly blunt critique of relations with China in recent days, singling out the currency dispute and threats against Taiwan.
    .
    Bush sought to play down concerns that China was trying to crowd the United States out of energy markets. He said he did not think there was a "kind of economic war plan" but that China was trying to "satisfy a huge appetite" for a rapidly growing economy.
    .
    U.S. manufacturers blame China's longtime policy of tying its currency to the dollar for the bulk of the U.S. trade deficit with China, which hit a record $162 billion last year. They argue that the currency peg makes U.S. imports more expensive and Chinese exports cheaper, giving Chinese companies an unfair price advantage of 25 to 40 percent.
    .
    "Obviously we're at a competitive disadvantage to the extent that their currency won't float," Bush said in the interview, which was taped on Monday. But he added that it is "certainly not going to be a panacea to get them to float the currency."
    .
    Bush said he did not know when Beijing would act. "It's hard for me to predict," he said. "It's a nontransparent society." :D
    He said the administration would "continue to press" Beijing on the issue.
    .
    Treasury Secretary John Snow, in testimony before the House Financial Services Committee, reinforced the message that "now" X(was the time for China to loosen its exchange rate.
    .
    But he rejected suggestions from Senator Charles Schumer, a New York Democrat, that administration officials had privately signaled their support for Senate legislation aimed at forcing China to revalue its currency.
    .
    "I don't support, as you know, the type of legislation that has been talked about that would impose a tariff on everything coming out of China," Snow said.
    .
    Schumer and Senator Lindsey Graham, a South Carolina Republican, have crafted legislation threatening China with a 27.5 percent across-the-board tariff unless it stops pegging the yuan at 8.28 to the dollar.
    .
    The Senate voted 67 to 33 in favor of that measure this month. The victory - which Schumer and Graham said had caught them by surprise - prompted Senate leaders to promise a second vote on the bill before July 27 if the two agreed to drop the measure until then.
    .
    Although administration officials have disavowed the bill, Schumer told reporters he had received a different message in private. "I have gotten signals from the administration, quiet signals, that they're happy we're doing this," Schumer said.

    Einmal editiert, zuletzt von Eldorado ()

  • http://www.321gold.com/editorials/droke/droke042105_ssr.html



    Silberwolke


    Thanks, wenigsten eine(r) der/die es schaetzt ;)
    Normal hat Schwabenpfeil die arbeit gemacht aber der hat anscheinend die lust verloren weil ein paar idioten sich aufregt haben wenn er interessante beitraege von LMC reingelegt hat. Leider verliert man somit wertvolle mitglieder und kinder uebernehmen mit zustimmung einzelner moderatoren das goldseiten forum in dem sie idiotische threads aufmachen und jeden pesten mit doofen fragen ohne sich jemals die muehe gemacht haben die postings der einzelnen mitglieder zu lesen.


    Mir ist aufgefallen das die leserzahl enorm angestiegen ist in den letzten drei wochen. Aber das kann sich wieder aendern wenn alte mitglieder das forum verlassen und kinder ihre wertlosen kommentare schreiben.


    Wenn ihr alle beitraege von Peter mal anschaut seht ihr was ich damit meine. Aber dafuer hat Horstwalter keine zeit und es sieht so aus das es ihn nicht interessiert ob mehr lesen oder gehen.


    Ich habe fuer so etwas kein verstaendniss !



    Gruss


    XEX

    7 Mal editiert, zuletzt von Eldorado ()

  • Gogh, sei vorsichtig, was du da schreibst,
    der Pezi glaubt das alles und krönt sich zum Super Mega Mod


    Ich hab ihm so ein schönes Oma Depot zusammengestellt, aber auf das geht er nicht ein.


    Aber er kann ja nur frotzeln und stänkern.


    Und BEDENKET:
    Wenn ma den PeterSilie nicht hätten
    und an Löffel,
    nachher miassat ma d´Suppn
    pfeilgrad mit de Händ fressen.



    Eldo, keep cool!


    Übersetzungshilfe: Wörterbuch Österreichisch - Deutsch,
    Residenz Verlag


    Tschonko

    "Confusion is a word we have invented for an order which is not understood." Henry Miller

Schriftgröße:  A A A A A